Weekly Guru Bargains Highlights: ACI, EXPE, GEN, CTRP, FSLR

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Apr 01, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Arch Coal Inc (ACI, Financial): Down 33% Since Jim Simons Bought In the Quarter Ended on 2011-12-31


Jim Simons initiated holdings in Coal company Arch Coal Inc during the quarter ended 12/31/2011. His purchase prices were between $13.22 and $20.22, with an estimated average price of $15.9. Since then the prices of Arch Coal Inc shares have declined by -33% from the estimated average. Jim Simons owned 511,500 shares of as of 12/31/2011.


ASHLAND COAL, INC. is engaged in the mining, processing and marketing of low-sulfur bituminous coal. Arch Coal Inc has a market cap of $2.47 billion; its shares were traded at around $10.71 with a P/E ratio of 10 and P/S ratio of 0.6. The dividend yield of Arch Coal Inc stocks is 3.8%. Arch Coal Inc had an annual average earnings growth of 1.8% over the past 5 years.


ACI recently reported fourth quarter 2011 net income of$70.9 million, or $0.33 per diluted share, compared with net income of $47.8 million, or $0.29 per diluted share, in the prior-year period. Excluding acquisition-related costs associated with the purchase of International Coal Group as well as non-cash amortization of acquired coal supply agreements, fourth quarter 2011 adjusted earnings were $0.29 per diluted share.


David Dreman owns 196,206 shares as of 12/31/2011, which accounts for 0.064% of the $4.42 billion portfolio of Dreman Value Management. NWQ Managers owns 1,317,180 shares as of 12/31/2011, which accounts for 0.13% of the $15.4 billion portfolio of NWQ Investment Management Co. Arnold Schneider owns 3,844,932 shares as of 12/31/2011, which accounts for 4.9% of the $1.14 billion portfolio of Schneider Capital Management. Ray Dalio owns 1,011,582 shares as of 12/31/2011, which accounts for 0.25% of the $5.97 billion portfolio of Bridgewater Associates.


Chairman and CEO Steven F Leer sold 218,900 shares of ACI stock on 02/23/2012 at the average price of 13.83. Steven F Leer owns at least 86,217 shares after this. The price of the stock has decreased by 22.56% since. There are mixed trades from other insiders.


Expedia Inc (EXPE, Financial): Down 36% Since George Soros Bought In the Quarter Ended on 2011-12-31


George Soros added to his holdings in Travel & Tourism company Expedia Inc by 1469.66% during the quarter ended 12/31/2011. His purchase prices were between $27.89 and $58.42, with an estimated average price of $52.53. Since then the prices of Expedia Inc shares have declined by -36% from the estimated average. George Soros owned 320,210 shares of as of 12/31/2011.


Expedia, Inc. is one of the world's travel services companies. Expedia Inc has a market cap of $4.56 billion; its shares were traded at around $33.44 with a P/E ratio of 9.9 and P/S ratio of 1.3. The dividend yield of Expedia Inc stocks is 1.1%. Expedia Inc had an annual average earnings growth of 4.1% over the past 5 years.


George Soros owns 320,210 shares as of 12/31/2011, an increase of 1469.66% from the previous quarter. This position accounts for 0.4% of the $2.31 billion portfolio of Soros Fund Management LLC. Joel Greenblatt owns 24,927 shares as of 12/31/2011, an increase of 171.54% from the previous quarter. This position accounts for 0.087% of the $829 million portfolio of Gotham Capital. Chris Davis owns 4,622,943 shares as of 12/31/2011, an increase of 26.68% from the previous quarter. This position accounts for 0.29% of the $45.78 billion portfolio of Davis Selected Advisers.


CEO Dara Khosrowshahi sold 32,014 shares of EXPE stock on 11/30/2011 at the average price of 54.92. Dara Khosrowshahi owns at least 251,842 shares after this. The price of the stock has decreased by 39.11% since.


Genon Energy (GEN, Financial): Down 23% Since Donald Smith Bought In the Quarter Ended on 2011-12-31


Donald Smith added to his holdings in Electricity company Genon Energy by 11.41% during the quarter ended 12/31/2011. His purchase prices were between $2.36 and $3.13, with an estimated average price of $2.71. Since then the prices of Genon Energy shares have declined by -23% from the estimated average. Donald Smith owned 30,683,532 shares of as of 12/31/2011.


GenOn Energy, Inc, formerly known as RRI Energy Inc, is engaged in providing energy, capacity, ancillary and other energy services to wholesale customers in power generation markets in the United States. Genon Energy has a market cap of $1.83 billion; its shares were traded at around $2.08 with a P/E ratio of 10.7 and P/S ratio of 0.5.


Donald Smith owns 30,683,532 shares as of 12/31/2011, an increase of 11.41% from the previous quarter. This position accounts for 2.5% of the $3.23 billion portfolio of Donald Smith & Co. John Paulson owns 4,750,000 shares as of 12/31/2011, a decrease of 90.57% of from the previous quarter. This position accounts for 0.089% of the $13.88 billion portfolio of Paulson & Co..


Ctrip.Com Intl (CTRP, Financial): Down 27% Since George Soros Bought In the Quarter Ended on 2011-12-31


George Soros initiated holdings in Specialized Consumer Services company Ctrip.com Intl during the quarter ended 12/31/2011. His purchase prices were between $22.52 and $36.86, with an estimated average price of $29.83. Since then the prices of Ctrip.Com Intl shares have declined by -27% from the estimated average. George Soros owned 249,260 shares of as of 12/31/2011.


Ctrip.com International, Ltd. is a travel service provider of hotel accommodations, airline tickets and packaged-tours in China. Ctrip.com Intl has a market cap of $3.28 billion; its shares were traded at around $21.64 with a P/E ratio of 20.6 and P/S ratio of 5.5. Ctrip.com Intl had an annual average earnings growth of 17.7% over the past 10 years.


Ctrip recently reported its fourth quarter and full year 2011 results. Net revenues were RMB926 million (US$147 million) for the fourth quarter of 2011, up 18% year-on-year.


George Soros bought 249,260 shares in the quarter that ended on 12/31/2011, which is 0.25% of the $2.31 billion portfolio of Soros Fund Management LLC. Steve Mandel owns 9,406,851 shares as of 12/31/2011, which accounts for 1.6% of the $13.95 billion portfolio of Lone Pine Capital.


First Solar Inc (FSLR, Financial): Down 46% Since Brian Rogers Bought In the Quarter Ended on 2011-12-31


Brian Rogers initiated holdings in Electrical Components & Equipment company First Solar Inc during the quarter ended 12/31/2011. His purchase prices were between $30.5 and $64.73, with an estimated average price of $46.81. Since then the prices of First Solar Inc shares have declined by -46% from the estimated average. Brian Rogers owned 500,000 shares of as of 12/31/2011.


FIRST SOLAR INC. manufactures solar modules with an advanced thin film semiconductor process that significantly lowers solar electricity costs. First Solar Inc has a market cap of $2.26 billion; its shares were traded at around $25.05 with a P/E ratio of 4.7 and P/S ratio of 0.8. First Solar Inc had an annual average earnings growth of 73.4% over the past 5 years.


Brian Rogers bought 500,000 shares in the quarter that ended on 12/31/2011, which is 0.082% of the $20.49 billion portfolio of T Rowe Price Equity Income Fund. Ruane Cunniff owns 987,205 shares as of 12/31/2011, which accounts for 0.29% of the $11.54 billion portfolio of Ruane & Cunniff & Goldfarb. John Hussman owns 567,000 shares as of 12/31/2011, which accounts for 0.31% of the $6.25 billion portfolio of Hussman Economtrics Advisors.